RE:RE:what I am watching 23-Q3Hi Pablo.
I will take your advice and focus not so much on Q3 FCF but annually. There are businesses like that, for example retail where over 50% of revenues can come at the Christmas holiday period.
Book to bill ratio is the thing to watch, as you say. Where it all starts. Then comes the execution. I don’t see cause for concern, yet. Slow and steady as she goes.
Keeping a close eye on BBD but quietly confident.
GLTA